Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 19 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Securities Custodian | $175,875 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT-ENNIS KNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $52,563 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 49 · EIN 36-2235791 | Other Services | $31,929 |
SAUL EWING2 years Service code 29 · EIN 23-1416352 1500 MARKET STREET, 38TH FLOOR · PHILADELPHIA, PA 191022128 | Legal | $30,421 |
SCHNEIDER DOWNS & CO., INC.3+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $14,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,393 | $98,180+44.0% | $63,018+124.4% | $177,276-20.2% |
| Participation rate | 79.6% | 75.3%+4.3pp | 74.8%+4.8pp | 74.8%+4.8pp |
| Annual return | 15.41% | 16.81%-1.4pp | 87.63%-72.2pp | 21.25%-5.8pp |
| Employer contribution / active EE | $3,719 | $3,885-4.3% | $2,761+34.7% | $2,479+50.0% |
| Participant deferral / active EE | $2,894 | $3,805-23.9% | $3,330-13.1% | $3,881-25.4% |
| Admin fee / account holder | $23 | $31-25.4% | $3,601-99.4% | $154-84.9% |